FRx Reporting for Dynamics GP - Level 1
Report Design Essentials for FRx v6.7
Hands-On Training
Seminar When: Upon Request 8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
(must be present both days) Where:
Computer Resources, Inc.
65 Germantown Ct., Ste 309
Memphis, Tennessee
(At the corner of Walnut Grove and Germantown Pkwy) Who:
This class is ideal for novice FRx users and intermediate and
experienced FRx users who would like to refresh their skills or
develop broader product proficiency. Cost:
$900/person. Training workbooks included.
Prerequisites: General knowledge of
Microsoft Windows and accounting principles.
The two-day Report Design Essentials - I
course covers the basic report design skills you need to
create, maintain and distribute presentation quality reports
using Microsoft for Analytics - FRx. It also includes
coverage of additional functionality designed to help you
create new reports, and distribute and analyze your
company's financial information. You learn about basic
foundational skills, complex calculations, drag and drop
reorganization, rounding adjustments and account sets.
A thorough understanding of these topics
allows you to easily design and maintain standard and
essential reports your organization needs to understand its
financial position. You learn how to use templates or create
customized report designs as well as how to setup self
maintaining reports that will dynamically include newly
added GL accounts and newly closed periods. This course also
teaches you how to generate and electronically distribute
reports using your in-house email system. These skills
enable you to take control of the financial reporting
process, allowing you to be more productive and efficient in
the way you create, generate and distribute financial
information, which in turn help you to enable internal and
external stakeholders to make well informed decisions to
positively impact your organization as a whole.
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After completing this course, you should be able to:
• Understand basic navigation and
report creation in FRx
•
Drill down, analyze, print and export from
the FRx Drilldown Viewer
• Efficiently create and distribute many financial reports
including:
·
Trial balances
·
Balance sheets
·
Transaction detail reporting
·
Trended reports
·
Side-by-side presentation
·
Actual vs. Budget
·
Rolling quarters
• Use some tips and tricks for increasing speed and accuracy at
month-end close
• Create presentation quality reports
• Understand security settings within FRx
• Understand many ways to improve your company's financial
reporting package
Agenda
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